Virtual Investment Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“(816) 490-0048 Financial Planning Services VIP offers standalone financial planning services at an hourly rate of $250 or fixed engagement fee ranging from $250 to $2,000 per engagement.”

Flat or project fee

$250⁠-⁠$2,000

From the same sentence as above.

Quarterly fee

$50⁠-⁠$1,000/qtr

“VIP also offers ongoing financial planning services for a quarterly fee of $50 to $1,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Virtual Investment Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for Advisory Services Wealth Management Services Wealth management fees are paid quarterly in arrears of each quarter pursuant to the terms of the wealth management agreement.”
• “The wealth management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “The balance shall be invoiced upon completion of the agreed upon deliverable[s].”

How Virtual Investment Planning LLC’s fees compare

• Its hourly rate of $250 matches the Missouri median of $250. 40% of the 88 other Missouri planners that publish an hourly rate charge less.
• None of the 3 other planners in Clayton that publish an hourly rate charge less.
• Its flat or project fee of $250-$2,000 is below the Missouri median of $3,550. 10% of the 77 other Missouri planners that publish a flat or project fee charge less.
• None of the 2 other planners in Clayton that publish a flat or project fee charge less.

About Virtual Investment Planning LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

102

Employees

2

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$23,676,325

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

327136

Website

virtualinvestmentplanning.com (opens in new tab)

Phone

(816) 490-0048

Can advise clients in 4 states: Kansas, Missouri, Nebraska, Wisconsin

Other planners in Clayton that publish fees

• Correct Capital Wealth Management, LLCClayton$250/hr, $2,500⁠-⁠$10,000
• Dew Wealth Strategies, LLCClayton$10,000⁠-⁠$25,000/yr
• Parkwoods Wealth Partners, LLCClayton$300/hr, $10,000
• Ten Peaks Partners L.L.C.Clayton$250/hr

Compare all 9 planners in Clayton